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Financial Services Specialist
2 weeks ago
As a leading bank in Asia, United Overseas Bank Limited (UOB) operates through its head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, and Thailand. With over 80 years of history, UOB has been guided by its values — Honorable, Enterprising, United, and Committed.
The Retail function at UOB provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services.
Job Responsibilities- Acquire and nurture relationships with high networth customers to strengthen customer relationship and generate revenue.
- Manage key relationships with existing and potential customers, providing sound advice on the effective management of their finances.
- Analyse and match customers' financial requirements with UOB's product offerings to best suit their personal investment needs.
- Proactively cross-sell other banking products and services.
- Deliver strong wealth revenue performance results, client growth, product penetration, and position client experience.
- Identify business opportunities to drive performance in line with overall business strategy.
- Experience in the Financial Services industry, servicing high networth clientele.
- A high degree of integrity and professionalism, with strong customer relationship management skills.
- Strong communication and interpersonal skills.
- Dynamic, result-driven, and self-motivated.
